Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ISTR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.1M | $30.1M | +10.5% | 10.200% | 0.00% |
| 2 | Fourthstone LLC | 827K | $22.6M | +18.9% | 7.653% | 3.82% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 588K | $16.0M | β | 5.442% | 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 437K | $11.9M | +6.5% | 4.046% | 0.00% |
| 5 | ALLIANCEBERNSTEIN L.P. | 401K | $10.7M | -11.8% | 3.710% | 0.00% |
| 6 | BANC FUNDS CO LLC | 307K | $8.2M | 0.0% | 2.839% | 1.53% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 300K | $8.2M | +34.4% | 2.776% | 0.00% |
| 8 | ROYCE & ASSOCIATES LP | 292K | $8.0M | -1.3% | 2.702% | 0.08% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 251K | $6.8M | -11.2% | 2.320% | 0.00% |
| 10 | HighTower Advisors, LLC | 212K | $5.8M | +2019.0% | 1.960% | 0.01% |
| 11 | STATE STREET CORP | 177K | $4.8M | +31.2% | 1.637% | 0.00% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 163K | $4.5M | +50.0% | 1.510% | 0.00% |
| 13 | MALTESE CAPITAL MANAGEMENT LLC | 157K | $4.3M | -8.8% | 1.452% | 0.84% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 142K | $3.9M | β | 1.313% | 0.00% |
| 15 | KENNEDY CAPITAL MANAGEMENT, INC. | 142K | $3.9M | +3.3% | 1.311% | 0.08% |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 136K | $3.7M | +4.4% | 1.261% | 0.07% |
| 17 | Bank of New York Mellon Corp | 123K | $3.4M | +240.9% | 1.140% | 0.00% |
| 18 | NORTHERN TRUST CORP | 115K | $3.1M | +31.0% | 1.063% | 0.00% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 105K | $2.9M | +114.0% | 0.974% | 0.00% |
| 20 | AMERICAN CENTURY COMPANIES INC | 97K | $2.7M | -20.3% | 0.900% | 0.00% |
| 21 | MORGAN STANLEY | 92K | $2.5M | +53.5% | 0.848% | 0.00% |
| 22 | AlTi Global, Inc. | 87K | $2.4M | β | 0.801% | 0.05% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 78K | $2.1M | β | 0.719% | 0.00% |
| 24 | Kestra Advisory Services, LLC | 74K | $2.0M | β | 0.684% | 0.01% |
| 25 | Glass Wealth Management Co LLC | 67K | $1.8M | β | 0.616% | 0.70% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ISTR β a direct measure of their conviction.
Filings activity in ISTR during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ISTR position in Q1 2026
Institutions that fully closed their ISTR position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 106 | +12% | 63.61% | +12.59 pp | $207M | +25% |
| Q4 2025 | 95 | +3.3% | 51.02% | +9.52 pp | $166M | +23% |
| Q3 2025 | 92 | +2.2% | 41.50% | +7.45 pp | $135M | +22% |
| Q2 2025 | 90 | +3.4% | 34.05% | +2.54 pp | $111M | +8.1% |
| Q1 2025 | 87 | +0.0% | 31.51% | 9.63 pp | $103M | 23% |
| Q4 2024 | 87 | +4.8% | 41.14% | +5.72 pp | $134M | +16% |
| Q3 2024 | 83 | +11% | 35.42% | +8.32 pp | $115M | +31% |
| Q2 2024 | 75 | β | 27.10% | β | $88M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ISTR stock.
Based on Q1 2026 13F filings, institutional ownership of Investar Holding Corporation stands at 63.6%, held across 106 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ISTR, with approximately 1,102,825 shares worth $0.03B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of ISTR, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for ISTR is 63 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
25 institutions opened new positions in ISTR during Q1 2026, while 14 fully exited. 59 added to existing positions and 19 trimmed.
ISTR institutional ownership rose by 12.59 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 61.9% of all reported 13F value in ISTR, and the top 25 account for 85.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Investar Holding Corporation (ISTR) Institutional Ownership